Morgan Stanley
MS · New York Stock Exchange · USD
187,11USD
+5,67 (+3,13 %)Stand 9. Nov., 20:59
Nachbörslich187,60+0,49 (+0,26 %)19:58 ET
Kennzahlen
- Eröffnung
- 185,22
- Vortag
- 181,44
- Tagesspanne
- 184,37 – 190,14
- 52 Wochen
- 152,80 – 232,25
- Volumen
- 8,57 Mio.
- Ø Volumen
- 5,51 Mio.
- Börsenwert
- 295,13 Mrd. $
- KGV
- 14,8
- Gewinn je Aktie (TTM)
- 12,51
- Dividendenrendite
- 2,3 %
- Beta
- 1,2
- Nächste Zahlen
- 14. Jan. 2027
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 114,98 Mrd. | 103,15 Mrd. | 88,29 Mrd. | 62,48 Mrd. | 57,78 Mrd. |
| Herstellungskosten | 49,37 Mrd. | 45,79 Mrd. | 38,15 Mrd. | 12,55 Mrd. | 1,37 Mrd. |
| Bruttogewinn | 65,62 Mrd. | 57,36 Mrd. | 50,14 Mrd. | 49,93 Mrd. | 56,41 Mrd. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 30,25 Mrd. | 27,14 Mrd. | 25,1 Mrd. | 23,96 Mrd. | 25,27 Mrd. |
| Operatives Ergebnis | 21,95 Mrd. | 17,6 Mrd. | 11,81 Mrd. | 14,09 Mrd. | 19,67 Mrd. |
| EBITDA | 26,61 Mrd. | 22,76 Mrd. | 16,07 Mrd. | 18,09 Mrd. | 23,88 Mrd. |
| Nettogewinn | 16,86 Mrd. | 13,39 Mrd. | 9,09 Mrd. | 11,03 Mrd. | 15,03 Mrd. |
| Gewinn je Aktie (verwässert) | 10,20 | 7,95 | 5,18 | 6,15 | 8,03 |
Umsatz nach Segment
Produkte · FY 2025
- Institutional Securities33,08 Mrd. $46,36 %+17,81 %
- Wealth Management31,75 Mrd. $44,50 %+11,73 %
- Investment Management6,53 Mrd. $9,14 %+11,33 %
Anteil · ggü. Vorjahr (FY 2024)
Regionen · FY 2025
- Americas52,9 Mrd. $74,88 %+12,72 %
- Asia9,42 Mrd. $13,33 %+23,38 %
- EMEA8,33 Mrd. $11,79 %+15,71 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 14,8
- Kurs-Umsatz-Verhältnis
- 2,3
- Kurs-Buchwert-Verhältnis
- 2,5
- PEG
- 0,5
- Bruttomarge
- 60,6 %
- Operative Marge
- 20,5 %
- Nettomarge
- 15,8 %
- Verschuldungsgrad
- 4,5
- EV/EBITDA
- 23,1
- Eigenkapitalrendite
- 17,9 %
- Kapitalrendite (ROIC)
- 3,0 %
- Free-Cashflow-Rendite
- −19,9 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 57,1 % | 55,6 % | 56,8 % | 79,9 % | 97,6 % |
| Operative Marge | 19,1 % | 17,1 % | 13,4 % | 22,6 % | 34,0 % |
| Nettomarge | 14,7 % | 13,0 % | 10,3 % | 17,7 % | 26,0 % |
| KGV | 17,2 | 15,6 | 17,8 | 13,6 | 12,0 |
| Kurs-Umsatz-Verhältnis | 2,4 | 1,9 | 1,7 | 2,3 | 3,0 |
| Kurs-Buchwert-Verhältnis | 2,5 | 1,9 | 1,5 | 1,4 | 1,7 |
| Verschuldungsgrad | 4,3 | 3,4 | 3,4 | 3,1 | 2,9 |
| Liquidität 3. Grades | 1,2 | 0,7 | 0,7 | 0,7 | 0,8 |
| Dividendenrendite | 2,4 % | 3,1 % | 3,8 % | 3,8 % | 2,4 % |
| Unternehmenswert | 642,76 Mrd. | 484,77 Mrd. | 432,19 Mrd. | 359,77 Mrd. | 393,73 Mrd. |
| EV/EBITDA | 24,2 | 21,3 | 26,9 | 19,9 | 16,5 |
| Eigenkapitalrendite | 15,1 % | 12,8 % | 9,2 % | 11,0 % | 14,3 % |
| Kapitalrendite (ROIC) | 1,7 % | 2,5 % | 1,8 % | 2,3 % | 3,1 % |
| Free-Cashflow-Rendite | −7,5 % | −1,0 % | −24,3 % | −6,6 % | 18,1 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +11,5 % | +16,8 % | +41,3 % | +8,1 % | +16,3 % |
| Bruttogewinn | +14,4 % | +14,4 % | +0,4 % | −11,5 % | +25,2 % |
| Operatives Ergebnis | +24,8 % | +49,0 % | −16,2 % | −28,4 % | +36,4 % |
| Nettogewinn | +25,9 % | +47,4 % | −17,6 % | −26,6 % | +36,7 % |
| Gewinn je Aktie | +28,3 % | +53,5 % | −15,8 % | −23,4 % | +24,3 % |
| Freier Cashflow | −889,9 % | +94,3 % | −290,0 % | −129,9 % | +218,7 % |
| Dividende je Aktie | +8,8 % | +9,0 % | +10,8 % | +36,7 % | +36,8 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 29Kaufen
- 23Halten
- 1Verkaufen
- 0Stark verkaufen
Kursziel
212,00
Durchschnitt · +13,30 %
Schätzungen
| FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|
| Umsatz (Ø) | 82,4 Mrd. | 86,94 Mrd. | 91,89 Mrd. |
| Umsatz (Tief – Hoch) | 81,35 Mrd. – 82,83 Mrd. | 84,52 Mrd. – 89,22 Mrd. | 85,07 Mrd. – 95,96 Mrd. |
| Gewinn je Aktie (Ø) | 12,90 | 13,79 | 15,01 |
| Gewinn je Aktie (Tief – Hoch) | 12,72 – 13,12 | 12,21 – 14,68 | 10,72 – 16,56 |
| Analysten | 18 | 17 | 14 |
Letzte Änderungen
- UBS2. Nov. 2026Buy
- BMO Capital19. Okt. 2026Outperform
- JP Morgan16. Okt. 2026Neutral
- Evercore ISI Group15. Okt. 2026Outperform
- Keefe, Bruyette & Woods15. Okt. 2026Outperform
- Citigroup15. Okt. 2026Neutral
- RBC Capital15. Okt. 2026Sector Perform
- TD Cowen15. Okt. 2026Hold
Quartalszahlen
Nächste Zahlen: 14. Jan. 2027| Okt. 2026 | Juli 2026 | Apr. 2026 | Jan. 2026 | Okt. 2025 | Juli 2025 | Apr. 2025 | Jan. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 2,93 | 2,93 | 3,02 | 2,43 | 2,10 | 1,98 | 2,21 | 1,62 |
| Gewinn je Aktie · Tatsächlich | 3,03 | 3,46 | 3,43 | 2,68 | 2,80 | 2,13 | 2,60 | 2,22 |
| Abweichung | +3,41 % | +18,09 % | +13,58 % | +10,29 % | +33,33 % | +7,58 % | +17,65 % | +37,04 % |
| Umsatz · Tatsächlich | 20,34 Mrd. | 21,35 Mrd. | 20,58 Mrd. | 17,89 Mrd. | 17,08 Mrd. | 15,6 Mrd. | 16,52 Mrd. | 15,04 Mrd. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 30. Okt. 2026 | 13. Nov. 2026 | 1,15 |
| 31. Juli 2026 | 14. Aug. 2026 | 1,15 |
| 30. Apr. 2026 | 15. Mai 2026 | 1,00 |
| 30. Jan. 2026 | 13. Feb. 2026 | 1,00 |
| 31. Okt. 2025 | 14. Nov. 2025 | 1,00 |
| 31. Juli 2025 | 15. Aug. 2025 | 1,00 |
| 30. Apr. 2025 | 15. Mai 2025 | 0,93 |
| 31. Jan. 2025 | 14. Feb. 2025 | 0,93 |
| 31. Okt. 2024 | 15. Nov. 2024 | 0,93 |
| 31. Juli 2024 | 15. Aug. 2024 | 0,93 |
| 29. Apr. 2024 | 15. Mai 2024 | 0,85 |
| 30. Jan. 2024 | 15. Feb. 2024 | 0,85 |
Aktiensplits
- 27. Jan. 20002:1
- 15. Jan. 19972:1
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 86,48 %
- Investoren mit 13F-Meldung
- 2.854
Größte Investoren
- MITSUBISHI UFJ FINANCIAL GROUP INC24,00 %377,09 Mio.
- STATE STREET CORP6,34 %99,56 Mio.
- BLACKROCK, INC.6,04 %94,9 Mio.
- VANGUARD CAPITAL MANAGEMENT LLC4,95 %77,7 Mio.
- JPMORGAN CHASE & CO2,82 %44,36 Mio.
- VANGUARD PORTFOLIO MANAGEMENT LLC1,92 %30,2 Mio.
- GEODE CAPITAL MANAGEMENT, LLC1,74 %27,35 Mio.
- FISHER ASSET MANAGEMENT, LLC1,67 %26,17 Mio.
Insider-Geschäfte
- MITSUBISHI UFJ FINANCIAL GROUP INC29. Okt. 2026 · 10 percent ownerVerkauf604.396 Aktien · 183,84
- MITSUBISHI UFJ FINANCIAL GROUP INC22. Sept. 2026 · 10 percent ownerVerkauf1,34 Mio. Aktien · 212,57
- MITSUBISHI UFJ FINANCIAL GROUP INC30. Juli 2026 · 10 percent ownerVerkauf414.396 Aktien · 213,28
- SCHAPIRO MARY L28. Juli 2026 · directorVerkauf1000 Aktien · 212,06
- SCHAPIRO MARY L28. Juli 2026 · directorVerkauf2325 Aktien
- Pizzi Michael A.17. Juli 2026 · officer: Head Technology & OperationsVerkauf17.064 Aktien · 215,00
- Pizzi Michael A.17. Juli 2026 · officer: Head Technology & OperationsVerkauf7101 Aktien · 216,88
- YESHAYA SHARON16. Juli 2026 · officer: Chief Financial OfficerVerkauf6382 Aktien · 222,51
Vergleichbare Unternehmen
Über das Unternehmen
Morgan Stanley operates as a prominent financial holding company, delivering a comprehensive suite of financial solutions and services. Its diverse clientele spans major corporations, governmental bodies, financial institutions, and individual clients across various global regions, including the Americas, Europe, the Middle East, Africa, and Asia. The firm's operations are structured into three primary divisions: Institutional Securities, Wealth Management, and Investment Management. Within the Institutional Securities segment, Morgan Stanley provides crucial capital-raising and strategic financial advisory services. This includes underwriting activities for debt, equity, and other financial instruments, alongside expert counsel on mergers and acquisitions, corporate reorganizations, real estate transactions, and project financing. Furthermore, this division is a key player in sales and trading, offering services like sales execution, financing solutions, prime brokerage, and market-making across equity and fixed-income products, encompassing foreign exchange and commodities. It also extends corporate and commercial real estate loans, furnishes secured lending facilities, supports sales and trading clients with financing, and engages in asset-backed and mortgage lending. Investment and research services, along with specific wealth management offerings, are also part of this segment. The Wealth Management segment caters to individual investors, as well as small to medium-sized enterprises and institutions. It offers a broad spectrum of services, from financial advisor-led and self-directed brokerage and investment guidance to comprehensive financial and wealth planning. This segment also delivers workplace solutions, such as stock plan administration, and provides annuity and insurance products. Lending options include securities-backed loans, residential real estate mortgages, and other credit facilities, complemented by banking and retirement plan services. Finally, the Investment Management segment is dedicated to providing specialized investment products, including equity, fixed income, liquidity, and alternative strategies. These offerings are distributed through institutional and intermediary channels to a sophisticated client base that features benefit and defined contribution plans, foundations, endowments, governmental entities, sovereign wealth funds, insurance companies, and corporate and third-party fund sponsors. Morgan Stanley's origins trace back to its founding in 1924, and its global headquarters are situated in New York, New York.
Führung
- Edward N. PickChief Executive Officer & Chairman of the Board
- Andrew Michael SapersteinCo-President
- Daniel Aaron SimkowitzCo-President
- Eric F. GrossmanExecutive Vice President and Chief Legal & Administrative Officer
- Sharon YeshayaExecutive Vice President & Chief Financial Officer
- Clint GartinChairman of Investment Banking
- CEO
- Edward N. Pick
- Mitarbeitende
- 83.000
- Hauptsitz
- New York City, NY, US
- Sektor
- Financial Services
- Branche
- Financial - Capital Markets
- Börsengang
- 23. Feb. 1993
- Website
- morganstanley.com
Nachrichten
- Seeking Alpha · 9. Nov., 16:50Morgan Stanley (MS) Presents at BMO Capital Markets 2026 Financials Conference Transcript
- MarketBeat · 9. Nov., 16:13Morgan Stanley Sees Wealth Margin Near 30% Goal Despite Q4 Costs
- 24/7 Wall Street · 9. Nov., 14:02Morgan Stanley Climbs 4% on Vinyl Equity Deal to Capture IPO Wealth; Goldman Sachs Rises 5%, JPMorgan Gains 2%
- 247 Wallst · 9. Nov., 11:49More Rate Hikes Are Coming as Job Growth Accelerated, Unemployment Fell
- GuruFocus · 9. Nov., 10:00Morgan Stanley to Acquire Digital-Native Transfer Agent Vinyl Equity
- Business Wire · 9. Nov., 9:15Morgan Stanley to Acquire Digital-Native Transfer Agent Vinyl Equity
- 247 Wallst · 8. Nov., 19:31The 401(k) Crypto Rule Is in Its Final White House Review. Could Retirement Money Start Flowing Into Bitcoin in 2027?
- The Motley Fool · 7. Nov., 9:45Here's How These 6 Big Bank Stocks Make Their Money
- Seeking Alpha · 7. Nov., 8:055 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (November 2026)
- Benzinga · 6. Nov., 7:50Morgan Stanley, Chubb and CF Industries: CNBC's ‘Final Trades'
Kurse mindestens 15 Minuten verzögert. Daten: Financial Modeling Prep. Keine Anlageberatung.